智通财经APP获悉，马斯克创立并掌舵的两家科技巨头——特斯拉与在SpaceX，正在积极考虑合并，此 举或许是为了在SpaceX上市前大幅提高这家全球太空探索独角兽公司的估值规模，或者说是马斯克为 了万亿美元薪酬KPI而力争大举拔高特斯拉市值。 SpaceX当前深度聚焦的太空AI算力体系，可谓与特斯拉未来的AI算力资源密切相关联——SpaceX引领 的"太空数据中心/太空轨道算力'牛市叙事将为特斯拉AI、自动驾驶、Robotaxi乃至人形机器人雄心壮志 提供最核心的基础设施支撑体系。在马斯克的AI算力基础设施规划中，随着人工智能热潮开始受到越 来越大规模的基础设施和能源供应的瓶颈，人工智能的下一次重大飞跃可能不会发生在陆地上，而是在 太空上。 马斯克还曾讨论使用SpaceX的旗舰产品——星舰(Starship)火箭把特斯拉的Optimus"擎天柱"人形机器人 运送到月球以及火星地面。 据了解，据媒体援引知情人士透露的消息报道称，SpaceX正在考虑与特斯拉进行潜在的重大合并项 目，同时SpaceX高级管理层也在研究与马斯克创立的另一家初创公司——同时也是OpenAI最强劲竞争 对手之一的xAI进行替代性大规模合 ...

Core Viewpoint - Tesla has launched the Megapack 3, an upgraded utility-scale energy storage system, which features a 28% increase in energy capacity compared to its predecessor, Megapack 2, reaching approximately 5 MWh [3][4]. Group 1: Megapack 3 Features - The Megapack 3 utilizes a 2.8-liter LFP (lithium iron phosphate) battery cell, enhancing energy density while ensuring higher safety and longevity [3]. - It simplifies the thermal management system, reducing connection points by 78%, which increases reliability [3]. - The unit weighs around 39 tons and measures 28 feet in length, designed for global transport [3]. - It supports energy storage applications for up to 8 hours with a round-trip efficiency of 91%, operating in extreme temperatures from -40°C to 60°C [3][4]. Group 2: Production and Supply Chain - Production of Megapack 3 is expected to commence in the second half of 2026 at Tesla's new Megafactory in Houston, with an annual capacity of 50 GWh [4]. - The battery supply chain is diversified, including a new 7 GWh LFP battery factory in Nevada set to start production by the end of 2025, along with products from Southeast Asia and China [4]. Group 3: Megablock System - Megablock is an extension of Megapack 3, integrating four Megapack 3 units with a central transformer, directly connecting to medium-voltage grids [5]. - It offers an AC energy capacity of 20 MWh and a site density of 248 MWh per acre, significantly higher than traditional systems [5]. - Deployment efficiency is enhanced, with installation speed improved by 23% and construction costs reduced by up to 40% [6]. Group 4: Financial Performance and Strategy - In Q2 2025, Tesla deployed 9.6 GWh of energy storage systems, totaling 20 GWh for the first half of the year, marking a 48% year-over-year increase [6]. - Despite a 12% decline in total revenue, the energy sector's gross margin reached 28.8%, outperforming competitors [7]. - Tesla's energy strategy for 2025 focuses on 50% storage growth, Robotaxi services, and integration of autonomous driving [7].